Agent skill · business finance · jeremylongshore

fondo-reference-architecture

Reference architecture for startup financial operations using Fondo

Why this skill is useful

Provides a detailed reference architecture for integrating Fondo with other financial tools, which includes specific workflows and data flows not commonly found in public documentation.

What it needs

Requires brex, fondo, gusto, mercury, stripe account access. About 2k tokens when loaded. Last updated 2026-08-07. 2,604 stars on the source repository.

What this skill does

Fondo Reference Architecture Overview Reference architecture for a startup's financial operations with Fondo at the center, connecting payroll, banking, payments, and internal reporting. Prerequisites A data-flow inventory, authorized business purpose, system owners, access/retention policy, and professional-review boundary. Separate scoped identities for data sources, processing, storage, reporting, and support, plus synthetic integration fixtures. Instructions 1. Enforce field allowlists, access checks, encryption, and retention requirements at every financial-data boundary. 2. Keep financial/tax conclusions under the designated finance professional’s review; integrations may prepare evidence but not replace that review. 3. Use idempotent queues, redacted telemetry, staged promotion, and a correction/rollback path for each downstream consumer. Output Maintain an architecture record describing sources, trust boundaries, approved destinations, access/retention controls, owners, professional-review points, and recovery mechanisms. Do not include finance data or secrets. Error Handling Quarantine unknown fields, unapproved destinations, and reconciliation mismatches for finance review. Disable unsafe consumers and preserve only redacted evidence during recovery. Restore the prior mapping/configuration before replaying any financial workflow. Examples Route a fictional aggregate expense event through an approved staging pipeline, deny an unapproved reporting consumer, and verify a duplicate event is suppressed. Record only the opaque event ID and aggregate outcome. …

How to use it

Reference it in AdaL, Claude Code, Cursor or any coding agent — nothing to install:

@skills jeremylongshore/fondo-reference-architecture

View the source on GitHub

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